Relationship Manager Yes Premia

Darwinbox Digital Solutions Pvt Ltd.; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Darwinbox Digital Solutions Pvt Ltd. is seeking a Relationship Manager to manage banking and investments relationships, driving growth of Liabilities & Investments from branch and retail customers.

You will develop and expand customer relationships by delivering service levels that exceed expectations for key segments. You will identify opportunities to increase revenue, deepen wallet share, and ensure service and sales satisfaction while adhering to RBI/SEBI/AMFI/IRDA and KYC compliance

Responsibilities

• Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
• Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment
• Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
• Proactively sell the full range of consumer and commercial product to current and potential Relationships
• Increase CASA balance in allocated portfolio either through Deepening or Acquisition
• Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
• Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
• Face to the client and First person Responsible for service and sales satisfaction of mapped clients
• To analyze financial needs of the customers and offer appropriate product with utmost transparency
• Driving revenue business to generate fee income through products like mutual funds, investments and insurance
• Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Job description

• Managing the banking andinvestments relationship and responsible for overall growth of Liabilities& Investment business from branch/retail customers
• Develop, manage, and expandcustomer relationships by providing service level which exceeds clientexpectations of most important customer segment
• Identify current andpotential relationship with additional revenue potential and grow businessvolumes for larger share of customer wallet
• Proactively sell the fullrange of consumer and commercial product to current and potentialRelationships
• Increase CASA balance inallocated portfolio either through Deepening or Acquisition
• Driving higher product andchannel penetration to deepen mapped relationships and to increase customerrelationship value with the bank
• Ensuring portfolio quality byregularly engaging with each mapped relationship and maintaining the desiredrelationship values
• Face to the client and Firstperson Responsible for service and sales satisfaction of mapped clients
• To analyze financial needs ofthe customers and offer appropriate product with utmost transparency
• Driving revenue business togenerate fee income through products like mutual funds, investments andinsurance
• Adherence to the Bank’spolicy on acquisition/BSA/KYC etc as well as compliance requirements ofregulatory authorities (RBI/SEBI/AMFI/IRDA, etc)